The advisor upgraded to the APX platform from Advent's Axys trading and portfolio management system in order to achieve more integrated functionality across por-tfolio management, CRM and data management operations.
Sean Porrello, director of investment technology at Trusco, says the APX implementation has provided greater data accuracy and automation of processes at the firm. "Data integration and automation were the primary drivers for the upgrade," he explains. "The access
Anthony and James talk about how regulators in the US are falling behind other nations' regulators, the lack of talk about Reg AT, and an SRO for cryptocurrencies.Subscribe to Weekly Wrap emails